San Diego – July 7, 2020: Dowling & Yahnke Wealth Advisors, currently managing over $4 billion of assets for more than 1,200 clients, is proud to announce that Brett Pernicano, CFA, CFP®, CDFA®, ChFC®, CLU® has been promoted to a Principal of the firm.
Brett joined Dowling & Yahnke in 2014 as a Lead Advisor. He provides clients with financial guidance in areas including asset management, comprehensive financial planning, and wealth transition for the purpose of supporting current and future generations. Additionally, he plays an integral role in the firm’s business development strategy. Brett is a graduate of the University of Washington with a degree in Business Administration with an emphasis in Finance.
“We are proud to welcome Brett to D&Y’s expanding group of owners,” said Will Beamer, President and Chief Investment Officer. “As a trusted and experienced Lead Advisor, as well as a voting member of the firm’s Investment Committee, Brett is deeply committed to helping clients achieve financial independence and enabling them to make better decisions in a complex financial world. Since joining the firm almost six years ago, Brett has been a key contributor to our growth and success.”
As a third generation San Diegan, Brett has deep roots in the community. Not only is he a board member for Promises2Kids, he is active with several industry organizations, including the CFA Institute, CFA Society of San Diego, Inc., Corporate Directors Forum, Chairmen’s RoundTable, ProVisors, and the Institute for Divorce Financial Analysts™.
Since 1991, Dowling & Yahnke has offered time-tested, objective ﬁnancial planning advice and investment management services designed for the ﬁnancial health of its clients. Located in San Diego, California, the Firm manages over $4 billion for more than 1,200 clients, primarily individuals, families, and nonproﬁt organizations. Dowling & Yahnke is one of the largest independent wealth advisory firms in San Diego as measured by discretionary assets under management.